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3550 Lenox Road, NE
Suite 2700
Atlanta, Georgia 30326
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5755 North Point Pkwy
Suite 248
Alpharetta, Georgia 30022
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400 Galleria Pkwy
Suite 1050
Atlanta, Georgia 30339
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5 Concourse Pkwy
Suite 2950
Atlanta, Georgia 30328
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333 Sandy Springs Circle
Suite 121
Sandy Springs, GA 30328
The Big Q: How Do You Break the Ice With New Clients?
/in News /by Kayte HendersonBreaking the ice with new clients can be one of the most important interactions an advisor has. “I think it’s […]
What Clients, and Advisors, Misunderstand About Annuities: Advisors’ Advice
/0 Comments/in News /by Kayte Henderson“Many people do not fully understand how annuities are taxed,” explains Todd Hall, CFP, AEP, CAP, director of financial planning […]
The Nasdaq Hit a Record. The Rally Might Just Be Getting Started.
/in News /by Kayte HendersonThe FANMAG group of stocks within big tech has gained an average of 4.5% over the past month, but their […]
CIO Stephanie Lang Returns to Yahoo!Finance to Discuss Last Week’s Fed News and Today’s Market Reactions
/in News /by Kayte HendersonDespite the Fed’s announcement last week on an update to interest rate hike timelines, CIO Stephanie Lang explains there’s still […]
Principal Drew Klepchick, CFP® Spoke with Insider Magazine About Advising Pro Athletes
/in News /by Kayte HendersonPro athletes are busy people, and advisors need to be willing to work with hectic schedules. “If they’re playing well, […]
Schwab, Fidelity, or Both? Why Some Advisors Use Multiple Custodians
/in News /by Kayte HendersonAdvisors want a custodian “that will do what it can to help you grow,” says Andy Berg, HB’s CEO. More […]
Cohabitating Considerations with a Significant Other
/0 Comments/in News /by Kayte HendersonBy: Kory Gildea 05/28/2021 Frequently in modern society we’re seeing couples who choose to avoid the institution of marriage while […]
CIO Stephanie Lang Discusses the Index’s Most Recent Rotation Into Value Stocks with WSJ
/in News /by Kayte HendersonToday marks the 125th anniversary of the Dow Jones Industrial Average! With ups and downs over the decades, CIO Stephanie […]
How Investors Can Determine if a Mega Backdoor Roth Is Right for Them
/in News /by Kayte HendersonAdam Fuller, CFA, CFP, principal at Homrich Berg, explains how investors can determine if a mega backdoor Roth is right […]
CIO Stephanie Lang Provides Insight Into Where Investors Can Look for Higher Earnings in Barron’s
/in News /by Kayte HendersonGrowth equities may have slid yesterday, but value stocks fared much better. CIO Stephanie Lang provides insight into where investors […]